Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Hold
4,363
0.17% 20
2025
Q1
$433K Hold
4,363
0.22% 19
2024
Q4
$438K Sell
4,363
-200
-4% -$20.1K 0.23% 17
2024
Q3
$416K Buy
4,563
+341
+8% +$31.1K 0.22% 19
2024
Q2
$344K Buy
4,222
+400
+10% +$32.6K 0.19% 18
2024
Q1
$306K Hold
3,822
0.17% 18
2023
Q4
$268K Buy
+3,822
New +$268K 0.14% 16